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Best financial advisors in Agate Bay, CA

Registered advisers within 25 miles of Agate Bay, CA.

Offices
217
Firms
110
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,432,802 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EMERALD BAY WEALTH MANAGEMENT LLC
GLOBAL RETIREMENT PARTNERS LLC
BRIDGESCALE, LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
ALPINE PEAKS CONSULTING
WHITEBARK INVESTORS
VOMUND INVESTMENT MANAGEMENT, LLC
CAVALOT CAPITAL
FLUME VENTURES MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
INCLINE INVESTMENT MANAGEMENT, LLC
INCLINE INVESTMENT ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JONATHAN ANONGOS LUCAS
FRANCIS JACOBS
MARK FREDRICK RUBINSTEIN
WILLIAM WRIGHT AUSTIN
JESSICA ABRAMS
JOHN CHRISTOPHER MANOCCHIO
JOHN NICHOLAS MANOCCHIO
HOWARD WILLIAM COLGAN
STEVEN ERIC RENNER
DAVID ERIC VOMUND
DAMIAN PALFINI
RALPH SCOTT AGOSTINI
SHELBY RENE GALLAGHER
MARK EUGENE MATTINGLY
Brett J Malamet
CARLA NAHAS DE LAURENTIZ
LINDSAY KAE SHUCK
PETER KENNETH KONG
Craig Alexander Steiger
ERIC ANDRE OVERSTREET
CATHERINE ELLEN GALGANO
KELLY MCMURRAY
MARSHALL MAXIMILIAN GRANT
TED A PARKHILL
TODD EVERETT HURLBUT
GRANT ALFRED AVERY FURLAN
SAMUEL LEMAIRE MCCHESNEY
Kyle Kevin Duffy
MARK JOSEPH CHAPMAN
JAMES ALOYSIUS DIEPENBROCK
LISA ANNE PETRIE
CYNTHIA FERRELL
CAROL SMITH

Within 25 miles of Agate Bay, CA, Best Investors lists 110 registered investment advisory firms with 217 offices nearby, managing about $13.1T in combined regulatory AUM across 2,432,802 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Agate Bay

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM